MP Materials Corp. $MP Shares Acquired by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. lifted its position in shares of MP Materials Corp. (NYSE:MP) by 35.0% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 259,687 shares of the company’s stock after purchasing an additional 67,290 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in MP Materials were worth $14,545,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Hancock Prospecting Pty Ltd grew its stake in MP Materials by 7.2% during the third quarter. Hancock Prospecting Pty Ltd now owns 14,861,212 shares of the company’s stock worth $996,741,000 after buying an additional 1,000,000 shares during the period. State Street Corp raised its stake in shares of MP Materials by 13.2% in the 4th quarter. State Street Corp now owns 6,597,885 shares of the company’s stock valued at $333,325,000 after acquiring an additional 769,517 shares during the period. BNP Paribas Financial Markets raised its stake in shares of MP Materials by 76.3% in the 2nd quarter. BNP Paribas Financial Markets now owns 2,921,542 shares of the company’s stock valued at $97,200,000 after acquiring an additional 1,264,243 shares during the period. Van ECK Associates Corp lifted its holdings in shares of MP Materials by 71.6% during the 4th quarter. Van ECK Associates Corp now owns 2,834,914 shares of the company’s stock valued at $143,220,000 after acquiring an additional 1,183,307 shares in the last quarter. Finally, Reaves W H & Co. Inc. lifted its holdings in shares of MP Materials by 0.8% during the 4th quarter. Reaves W H & Co. Inc. now owns 2,609,526 shares of the company’s stock valued at $131,833,000 after acquiring an additional 19,618 shares in the last quarter. Hedge funds and other institutional investors own 52.55% of the company’s stock.

MP Materials Stock Performance

NYSE:MP opened at $54.70 on Thursday. The firm has a 50-day moving average of $51.41 and a two-hundred day moving average of $56.65. The company has a debt-to-equity ratio of 0.48, a current ratio of 9.51 and a quick ratio of 8.56. The stock has a market cap of $9.74 billion, a P/E ratio of -160.88 and a beta of 1.94. MP Materials Corp. has a 1-year low of $37.81 and a 1-year high of $100.25.

MP Materials (NYSE:MP) last announced its earnings results on Thursday, August 6th. The company reported ($0.01) earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of ($0.01). MP Materials had a negative return on equity of 1.21% and a negative net margin of 19.85%.The business had revenue of $108.49 million for the quarter, compared to analyst estimates of $96.89 million. During the same period in the previous year, the company earned ($0.13) earnings per share. The company’s revenue for the quarter was up 89.0% compared to the same quarter last year. On average, research analysts expect that MP Materials Corp. will post -0.12 earnings per share for the current fiscal year.

MP Materials News Roundup

Here are the key news stories impacting MP Materials this week:

• Positive Sentiment: Government-backed strategic progress supports the long-term outlook. MP Materials is reportedly making steady progress on its plans to build a more complete domestic rare-earth business, aided by U.S. government involvement. The support reinforces the company’s strategic importance amid efforts to reduce reliance on China for critical minerals. MP Materials’ Stock is Surging: Here’s Why
• Positive Sentiment: High short interest creates short-squeeze potential. MP Materials was identified as having one of the highest short positions among materials companies with market values above $2 billion. While this signals significant bearish positioning, any further favorable company or policy news could force short sellers to cover, potentially increasing buying pressure. MP Materials lead shorts among $2B+ materials stocks; SQM at bottom
• Neutral Sentiment: Management’s upcoming conference appearance may provide additional catalysts. CFO Ryan Corbett is scheduled to participate in the Jefferies Global Industrials Conference on September 9. Investors may look for updates on government agreements, production expansion, customer demand and the company’s path toward improved profitability, although no new financial details were announced. MP Materials to Participate in Jefferies 2026 Global Industrials Conference

Wall Street Analyst Weigh In

MP has been the subject of several recent research reports. DA Davidson reiterated a “buy” rating and issued a $82.00 price target on shares of MP Materials in a report on Monday, August 24th. Wall Street Zen downgraded MP Materials from a “hold” rating to a “sell” rating in a research report on Saturday, July 25th. Morgan Stanley reiterated an “overweight” rating on shares of MP Materials in a research note on Wednesday, August 19th. JPMorgan Chase & Co. dropped their target price on MP Materials from $75.00 to $60.00 and set an “overweight” rating on the stock in a report on Wednesday, July 29th. Finally, Zacks Research lowered MP Materials from a “hold” rating to a “strong sell” rating in a research report on Wednesday, August 26th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Sell rating to the company. According to data from MarketBeat, MP Materials currently has an average rating of “Moderate Buy” and an average target price of $78.21.

Insider Transactions at MP Materials

In other MP Materials news, COO Michael Stuart Rosenthal acquired 10,000 shares of the company’s stock in a transaction on Tuesday, June 9th. The shares were bought at an average cost of $54.30 per share, for a total transaction of $543,000.00. Following the acquisition, the chief operating officer directly owned 136,622 shares of the company’s stock, valued at $7,418,574.60. This trade represents a 7.90% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 8.20% of the stock is owned by corporate insiders.

MP Materials Company Profile

MP Materials Corporation operates as a vertically integrated producer of rare earth materials in North America. The company owns and manages the Mountain Pass Rare Earth Mine and Processing Facility in California, the only commercially viable rare earth mining and processing site in the United States. MP Materials extracts, separates and refines critical rare earth elements—such as neodymium, praseodymium, and cerium—which are essential inputs for permanent magnets used in electric vehicles, wind turbines, and various defense applications.

The Mountain Pass mine first began commercial rare earth production in the 1950s and was later operated by Molycorp until its bankruptcy in 2015.